James L. Carroll, CFA and Ken Solak of Pointe Capital Management presented The New World of MLPs: Opportunity, but Stock Selection Rules to the CFA Society Louisiana on September 28th, 2016. The agenda included a summary of the energy industry over the last 18 months and the outlook for investing in the energy space, and in midstream MLPs in particular. Despite the steep drop in oil prices from late 2014, midstream MLP fundamentals have been more consistent than investors realize.